Rocketlane
RocketlaneReviews from AWS customer
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A Solid Client Portal for Sharing Data with Customers
What do you like best about the product?
What I really like about Rocketlane is the scope of features it offers. It covers so much of the onboarding and implementation process in one place, which makes it easy to manage work without constantly switching tools.
What do you dislike about the product?
Templating properly can be a little tricky. It’s powerful and flexible, but that flexibility isn’t always obvious at first. You often have to get over a few hurdles and really understand how things are set up before it starts to feel easy and adaptable.
What problems is the product solving and how is that benefiting you?
For us, Rocketlane mainly solves the problem of displaying information to clients in a clear, centralized way through the client portal. It gives clients visibility into relevant data and progress without needing separate tools or constant updates, which makes communication simpler and more consistent.
Effortless Timesheet Tracking with Excellent Support
What do you like best about the product?
Timesheets is very easy to track, there is lots of automation possible and support respond quickly to issues. The detail you can add for each project makes it a tool worth using to track project progress as well as financials.
What do you dislike about the product?
Some integrations with common tools such as GSuite would be useful. This is not the ideal tool for large projects with many people as project management tool inside is not mature enough.
What problems is the product solving and how is that benefiting you?
Timetracking, project management, financial oversight are problems being solved by RocketLane.
Good application for customer success team
What do you like best about the product?
Rocketlane is easy to use and intuitive, so the team was able to adopt it quickly with minimal training. Implementation was smooth, and the onboarding support from the Rocketlane team was responsive and helpful. We use the platform frequently as part of our day-to-day onboarding and implementation activities. It offers the right number of features without feeling overwhelming, and integrations with other tools are straightforward, making it easy to fit into our existing tech stack.
What do you dislike about the product?
Some advanced configurations and reporting options have a learning curve, and a few features could be more intuitive for first-time users.
What problems is the product solving and how is that benefiting you?
Rocketlane helps us manage customer onboarding by providing a structured workflow, a shared client portal, real-time visibility, and pre-built templates with defined stages, keeping everyone aligned and reducing onboarding delays.
Rocketlane = Game Changer
What do you like best about the product?
Rocketlane has revolutionised out operations and reporting and we use it on a daily basis. It's user-friendly, it allows my Team to do things we've never been able to do before. The AI chat bot is one of the best I've seen and the Support Team who's ready to jump in if AI can't help is outstanding. They're very quick to respond. Our relationship with our CSM and TAM is great too - overall, it's a pleasure to work with Rocketlane!
What do you dislike about the product?
Reporting capabilities lack certain important features, but Rocketlane takes on feedback and are working towards improving their reporting.
What problems is the product solving and how is that benefiting you?
We work closely with our CSM and TAM to discuss out issues and they're always ready to suggest a solution, or take on the feedback. We finally have visibility into the brilliant work the team does, and we have invaluable data and insights we can use to put together reports and keep improving our operational efficiency.
Total transparency with all our clients in each project!
What do you like best about the product?
I was fascinated by the AI Fills feature. It’s saved me, so many times after long meetings—rather than spending extra hours writing notes, summaries, and follow-ups, the tool pulls out the key points and auto-generates everything into a template. Before, a one-hour meeting turned into an hour and a half of extra work. Now I just review what the AI generated, make a few tweaks, and I’m done. The promise of saving 10+ hours a week is something you can actually feel. I also love the variety of templates for everything—from onboarding and tracking to defining tasks with clear roles and deadlines. It really cuts down on mistakes and makes sure everyone knows exactly what to deliver and when.
What do you dislike about the product?
One issue is that reminder notifications don’t always specify which project or task they’re tied to. I’ve been deep into a project when a reminder pops up, and after opening it I realize it doesn’t say which project or task it belongs to. When you’re on multiple projects at once, that small detail can cause unnecessary confusion.
What problems is the product solving and how is that benefiting you?
With Rocketlane, everything changed regarding our projects. Instead of the usual story of spending days aligning info with the client after the kick-off, we had everything sorted the very same day. We used a ready-made onboarding template, assigned tasks automatically, and uploaded documents to the customer portal. What really made a difference was the AI Fills feature—right after the meeting, it generated the action items, requirements, and deadlines automatically. That speed was a huge relief: the client felt reassured seeing everything laid out so clearly, the team got aligned instantly, and we knew there’d be no follow-up errors hanging over us.
Amidst the chaos of the projects, Rocketlane brought us peace!
What do you like best about the product?
We didn’t realize that we needed Rocketlane until we tried it, but now I feel like I’ve found it. The intuitive interface design gave me confidence from the first click; I knew that any member of my team could use it with ease. We were able to eliminate repetitive and tedious tasks with the use of customizable templates, and gained a new perspective by centralizing all our deadlines, milestones, projects and financial data. We have been able to eliminate many emails and give everyone a real-time view of progress through the client portal. In a once chaotic place, it provided us with peace and clarity.
What do you dislike about the product?
There was a learning curve because not all workflows were clear, and we had to spend some time getting to know one other. It first slowed us down, but it wasn't a major issue.
What problems is the product solving and how is that benefiting you?
During the launch of a new system for an important customer, our meetings with Rocketlane were particularly revealing. There was a lot of work to be done between the development, support and training teams due to short notice. That would never have worked in the old days of email and spreadsheets. With Rocketlane, everyone was on the same page as to when and what to do, and I could monitor our progress almost in real time. The most interesting aspect was that the client requested a significant change in scope mid-project. Rocketlane allowed us to continue the project without derailing, adjusting the template and rescheduling the dates, which would normally mess up the whole plan. At the time, I thought, "Okay, this tool really makes a difference".
Which purpose are you using Rockelane for?
What do you like best about the product?
-Great integration with Salesforce and Zapier.
-UI is generally pleasant to look at.
-API is more mature than most other vendors I've worked with.
-Support is generally quick to respond.
-Automations are useful for manual Tasks.
-The ability to create filters for other less-technical teammates is useful.
-UI is generally pleasant to look at.
-API is more mature than most other vendors I've worked with.
-Support is generally quick to respond.
-Automations are useful for manual Tasks.
-The ability to create filters for other less-technical teammates is useful.
What do you dislike about the product?
-No logging on Rocketlane Automations, whether they ran or not.
-No logging on if emails are being sent from Rocketlane without having to go through Support.
-No current native functionality to re-send customer invites to a Project if they haven't accepted it.
-No ability to upload an attachment to a Task via API.
-Viewing a Customer Portal as a customer lacks features, and some buttons are not clickable.
-No logging on if emails are being sent from Rocketlane without having to go through Support.
-No current native functionality to re-send customer invites to a Project if they haven't accepted it.
-No ability to upload an attachment to a Task via API.
-Viewing a Customer Portal as a customer lacks features, and some buttons are not clickable.
What problems is the product solving and how is that benefiting you?
We were originally using JIRA Epics to manage all engagements we owe to our customers. This process worked mostly, but JIRA is not built for PS Teams and everything we did was built on scripts. For instance, we caught SFDC Opps from a script. Rocketlane has native integration that allows us to pull in Opps immediately after they close, and in most cases we're engaging with a post-sales customer within the first hour.
Great for Customer Success Team
What do you like best about the product?
It helps us to track the complete implementation of the product along with the chat options provided to internal team as well as to the client side. Ability to share all the details , taking feedback from clients.
What do you dislike about the product?
Sometimes the app stops working at clients end and it takes atleast 24-48 hours to get the issues resolved by the Rocketlane team
What problems is the product solving and how is that benefiting you?
it gives us the complete visibility at what phase the accounts implementation is along with the deadlines, giving a clear visibility to the clients as well which reduces the workload for us to give updates to the clients.
Solid Platform for Client Onboarding
What do you like best about the product?
Rocketlane is the gold standard for customer onboarding and project delivery!
Rocketlane keeps getting better! The latest AI-driven updates—especially auto-generated status reports and smart task suggestions—are huge time-savers and help streamline communication with clients. The platform remains incredibly intuitive, and the collaboration features make cross-functional teamwork seamless.
Rocketlane keeps getting better! The latest AI-driven updates—especially auto-generated status reports and smart task suggestions—are huge time-savers and help streamline communication with clients. The platform remains incredibly intuitive, and the collaboration features make cross-functional teamwork seamless.
What do you dislike about the product?
Honestly, there’s very little to improve—Rocketlane has nailed what modern onboarding and delivery teams need.
What problems is the product solving and how is that benefiting you?
Rocketlane helps centralize client onboarding and implementation processes, making it easier to manage timelines, tasks, and communication in one place.
Good Onboarding package and fairly easy to use in our configuration
What do you like best about the product?
Simple and operates quickly. Modern look and feel.
What do you dislike about the product?
Nothing at the minute. I am still a beginner user
What problems is the product solving and how is that benefiting you?
Onboarding our customers and tracking progress.
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